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LeJeune Puetz Investment Counsel’s Verizon VZ Stock Holding History

LeJeune Puetz Investment Counsel’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.42M Buy
36,508
+2,482
+7% +$97.9K 0.51% 68
2022
Q4 		$1.34M Buy
34,026
+2,725
+9% +$103K 0.5% 70
2022
Q3 		$1.19M Buy
31,301
+400
+1% +$17.8K 0.49% 72
2022
Q2 		$1.57M Buy
30,901
+1,025
+3% +$51.8K 0.61% 54
2022
Q1 		$1.52M Hold
29,876
– – 0.53% 67
2021
Q4 		$1.55M Buy
29,876
+583
+2% +$30.4K 0.52% 65
2021
Q3 		$1.58M Buy
29,293
+1,025
+4% +$56.7K 0.58% 59
2021
Q2 		$1.58M Buy
28,268
+68
+0.2% +$3.9K 0.59% 59
2021
Q1 		$1.64M Buy
28,200
+800
+3% +$45.1K 0.64% 52
2020
Q4 		$1.61M Buy
27,400
+300
+1% +$17.8K 0.7% 52
2020
Q3 		$1.61M Hold
27,100
– – 0.79% 44
2020
Q2 		$1.49M Sell
27,100
-750
-3% -$42.2K 0.78% 45
2020
Q1 		$1.5M Buy
27,850
+175
+0.6% +$10K 0.87% 39
2019
Q4 		$1.7M Sell
27,675
-400
-1% -$24.1K 0.8% 44
2019
Q3 		$1.7M Sell
28,075
-150
-0.5% -$8.64K 0.86% 44
2019
Q2 		$1.61M Buy
28,225
+155
+0.6% +$8.93K 0.83% 48
2019
Q1 		$1.66M Sell
28,070
-386
-1% -$21.9K 0.9% 42
2018
Q4 		$1.6M Hold
28,456
– – 1% 36
2018
Q3 		$1.52M Hold
28,456
– – 0.88% 43
2018
Q2 		$1.43M Sell
28,456
-1,750
-6% -$84.7K 0.88% 44
2018
Q1 		$1.44M Buy
30,206
+100
+0.3% +$5.03K 0.89% 44
2017
Q4 		$1.59M Sell
30,106
-800
-3% -$39.3K 0.98% 37
2017
Q3 		$1.53M Buy
30,906
+1,200
+4% +$56.5K 0.98% 36
2017
Q2 		$1.33M Sell
29,706
-300
-1% -$14K 0.9% 42
2017
Q1 		$1.46M Sell
30,006
-400
-1% -$20.1K 1.05% 36
2016
Q4 		$1.62M Buy
+30,406
New +$1.52M 1.25% 25

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LeJeune Puetz Investment Counsel's VZ Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Verizon (VZ) stake by 7.3% in Q1 2023, buying an estimated $97.9K and bringing the position to 36,508 shares worth $1.42M. The position accounts for 0.51% of the portfolio, ranked #68.

LeJeune Puetz Investment Counsel first reported a position in VZ in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.7M in Q4 2019. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 36,508 shares of Verizon worth $1.42M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 2,482 Verizon shares in Q1 2023, an estimated $97.9K.
  • Verizon made up 0.51% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #68 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Verizon in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Verizon position peaked at $1.7M in Q4 2019.
  • 2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.